Money Issues: Couples Combining Finances

Money Issues: Couples Combining Finances

Many couples encounter money issues at some point, so if you and your significant other approach money the same way, consider yourself fortunate. After 15 years of working as an advisor, I’ve found that most of the time, there are significant differences in how...
Know Thyself, Then Plan

Know Thyself, Then Plan

When I first began working as a financial advisor, I was convinced the correct answers were in the numbers. Put together a plan, determine a savings rate, hang on through the ups and downs of the market and voila – success! I was as naive as those economists who...
All Our Friends are Staying Together

All Our Friends are Staying Together

My wife and I dated for nearly 9 years before getting married. We are both naturally cautious, but one of the things that weighed on both our minds was that both of our parents were divorced. We witnessed first hand how difficult divorce can be, and between our...